Unclaimed
Theresa Elizabeth Homecillo is a financial advisor with over 12 years of experience in the industry. Theresa is currently registered with American Portfolios Financial Services, Inc. in Holbrook, New York. Theresa also has experience with Osaic Institutions, Inc. in Meriden, Connecticut and Osaic Wealth, Inc. in Scottsdale, Arizona. Theresa is a Series 7, Series 24 and SIE licensed representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
NY
12/22/2023 - Present
American Portfolios Financial Services, Inc. (HOLBROOK NY)
GA
12/07/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
05/23/2012 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
MN
12/07/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 08/28/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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